July 17, 2019

Valens Equity Weekly Insights and Inflections for July 17, 2019


Most Compelling Long Ideas
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Most Compelling ECF™ Inflections
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Company Specific Highlights & Insights:
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Aggregate ECF™ Trend Analysis:
Management confidence levels appear to be gaining positive momentum, particularly in the last several months; breaking off their stationary trend for two years. The ratio has consistently remained above 2016-2017 levels, pointing to management teams growing more confident about investing. In particular, this has been signified by a sustained rise in highly confident markers, as opposed to a decline in management concern, pointing to renewed optimism.